I got this list of stock im looking at and this week has been green indeed ! But i dident buy anything. due to the oil war So can i have a second opinion in here ? They are basicly …
Are power semiconductors the next AI play? Compute chips are driving greatest wealth generation in human history, recently dragging memory stocks along for the ride. Based on recent surge of power semi stocks, investors may be realizing their importance to …
Warsh now greenlit to be nominated and in my opinion will want rates to be dropped massively because Trump wants it done. Trump wants to lower the debt and without lowering spending the best way to do that is to …
I started thinking, let's say I'm a politician and I get news of some event that's going to happen, and I buy a stock. The stock performs incredibly and I make $100 million. As far as I know, there are …
Has anyone noticed large percentages of institutional investors selling out of positions and why it’s happening? It seems like every company I look at there has been large swings of 50%-90% of institutions selling out of positions. Is this signaling …
Before I tell you what I'm advocating for, I want to prove two things to you. One is that we're fucking stupid. Two is that we're increasingly normal. Exhibit one is the stock-which-shall-not-be-named saga. DFV correctly identified a trend that …
The capacity constraint is definitely getting worse as we saw after Intel’s reports and owing GPUs, CPUs and data centres is becoming increasingly valuable. The capex-heavy and resource-intensive nature of this build up is pushing inflation higher and we are …
CATL dropped Q1 last week and the gap between the numbers and what the sell side was modeling is genuinely weird. Net profit up 48.5%, revenue up 52.5%, against a Reuters poll looking for around 20.9% on profit. Hello China …
for everyday retail investors who peruse websites like Investopedia & Seeking Alpha, YouTube influencers with over-the-top blaring thumbnail pictures ("SCV to the Moon!"), Motley Fool articles (i.e, stealth advertisements) everywhere you look, wouldn't that mean the small cap premium is …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …